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Living Trusts for Everyone

Living Trusts for Everyone PDF Author: Ronald Farrington Sharp
Publisher: Simon and Schuster
ISBN: 1581157398
Category : Law
Languages : en
Pages : 160

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Book Description
The misconceptions surrounding the last will and testament need to be put to rest: Wills benefit lawyers. Trusts benefit you. Period. Too often lawyers sell wills to clients only to sit back and wait to sell their probate services to their client’ s heirs. Modern estate planning should utilize the Living Trust as the effective, efficient, and inexpensive alternative to a will. Living Trusts for Everyone: Why a Will is Not the Way to Avoid Probate, Protect Heirs, and Settle explains why wills are not the best way to handle an estate and details the many advantages trusts have over wills in not only eliminating probate, but protecting your assets for your heirs. Anyone with minor children, disabled beneficiaries, blended families, or spendthrift heirs must have a trust to be sure the assets left behind are put to good use, and that your intentions are carried out. Lawyers may have vested interests in perpetuating the probate system, but this book will explain why legal services are not needed to do the clerical work in settling a trust after death. No legal jargon or confusing double-speak, just specific step-by-step instructions and sample form letters to settle a trust are included to take the mystery out of the process. This is not a do-it-yourself book and it doesn’t try to cram every type of trust onto its pages. Living Trusts for Everyoneexplains in specific terms what benefit a trust will have for you and gives you the tools to settle a loved one’s trust with no lawyers and no expense. For those who already have a trust, there is a list of what to look for to see if your trust is any good, or if it needs to be updated. Trust seminars are examined with warnings on what to look out for in setting up your trust. Everyone who cares about what happens to their assets at death should read Living Trusts for Everyone: Why a Will is Not the Way to Avoid Probate, Protect Heirs, and Settle! Allworth Press, an imprint of Skyhorse Publishing, publishes a broad range of books on the visual and performing arts, with emphasis on the business of art. Our titles cover subjects such as graphic design, theater, branding, fine art, photography, interior design, writing, acting, film, how to start careers, business and legal forms, business practices, and more. While we don't aspire to publish a New York Times bestseller or a national bestseller, we are deeply committed to quality books that help creative professionals succeed and thrive. We often publish in areas overlooked by other publishers and welcome the author whose expertise can help our audience of readers.

Living Trusts for Everyone

Living Trusts for Everyone PDF Author: Ronald Farrington Sharp
Publisher: Simon and Schuster
ISBN: 1581157398
Category : Law
Languages : en
Pages : 160

View

Book Description
The misconceptions surrounding the last will and testament need to be put to rest: Wills benefit lawyers. Trusts benefit you. Period. Too often lawyers sell wills to clients only to sit back and wait to sell their probate services to their client’ s heirs. Modern estate planning should utilize the Living Trust as the effective, efficient, and inexpensive alternative to a will. Living Trusts for Everyone: Why a Will is Not the Way to Avoid Probate, Protect Heirs, and Settle explains why wills are not the best way to handle an estate and details the many advantages trusts have over wills in not only eliminating probate, but protecting your assets for your heirs. Anyone with minor children, disabled beneficiaries, blended families, or spendthrift heirs must have a trust to be sure the assets left behind are put to good use, and that your intentions are carried out. Lawyers may have vested interests in perpetuating the probate system, but this book will explain why legal services are not needed to do the clerical work in settling a trust after death. No legal jargon or confusing double-speak, just specific step-by-step instructions and sample form letters to settle a trust are included to take the mystery out of the process. This is not a do-it-yourself book and it doesn’t try to cram every type of trust onto its pages. Living Trusts for Everyoneexplains in specific terms what benefit a trust will have for you and gives you the tools to settle a loved one’s trust with no lawyers and no expense. For those who already have a trust, there is a list of what to look for to see if your trust is any good, or if it needs to be updated. Trust seminars are examined with warnings on what to look out for in setting up your trust. Everyone who cares about what happens to their assets at death should read Living Trusts for Everyone: Why a Will is Not the Way to Avoid Probate, Protect Heirs, and Settle! Allworth Press, an imprint of Skyhorse Publishing, publishes a broad range of books on the visual and performing arts, with emphasis on the business of art. Our titles cover subjects such as graphic design, theater, branding, fine art, photography, interior design, writing, acting, film, how to start careers, business and legal forms, business practices, and more. While we don't aspire to publish a New York Times bestseller or a national bestseller, we are deeply committed to quality books that help creative professionals succeed and thrive. We often publish in areas overlooked by other publishers and welcome the author whose expertise can help our audience of readers.

Living Trusts for Everyone

Living Trusts for Everyone PDF Author: Ronald Farrington Sharp
Publisher: Simon and Schuster
ISBN: 1621535703
Category : Law
Languages : en
Pages : 145

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Book Description
This guide explains the benefits of a living trust in simple, specific terms and shows how to set up a loved one’s trust with no lawyers and no expense. Wills benefit lawyers. Trusts benefit the clients. Too often lawyers sell wills to clients only to sit back and wait to sell their probate services to their clients’ heirs. Ronald Farrington Sharp describes the best way to handle modern estate planning and details the many advantages trusts have over wills in not only eliminating probate but in also protecting your assets for your heirs. Sharp explains why legal services are not needed to do the clerical work in settling a trust after death. This updated edition includes new information on an array of subjects, including: Elimination of the federal estate tax for most estates due to increased exemption amounts Online assets The use of passwords, usernames, and websites Keeping trustees honest and the process of removing trustees for malfeasance Forms for simplifying the planning process Strategies to lower attorneys’ fees With no legal jargon, just step-by-step instructions and sample form letters, Living Trusts for Everyone takes the mystery out of the process of setting up a trust. “Sharp makes a reasoned and strong case for the use of trusts as a complete alternative for wills. For roughly the cost of a lunch, Living Trusts for Everyone can . . . equip the average American with enough thoughtful questions to ensure that his or her lawyer is doing all that s/he can to protect that person’s assets. For that alone, it belongs on your reading list.” —New York Journal of Books “If you want to know a good deal about estate planning and trusts but don’t want a four-hundred-page boring book to read, I highly, highly recommend getting this one. It’s short, to-the-point, and very informative.” —FreeMoneyFinance.com “Ronald Sharp explains trusts in clear and easy-to-understand language, including one truth most lawyers don’t want to admit: a trust is often better than a will and less costly!” —Lonnie Mclane, Estate & Tax Consultants, LLC

Estate Planning from the Heart for Everyone

Estate Planning from the Heart for Everyone PDF Author: Ronald Farrington Sharp
Publisher: Simon and Schuster
ISBN: 1621538087
Category : Law
Languages : en
Pages : 0

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Book Description
Learn how to plan your estate to make a most difficult time for you loved ones simple, quick, and fair. Coping with the death of a loved one is a multi-faceted problem. The emotional and psychological issues can linger unresolved far longer than the myriad and mundane tasks of gathering together assets and disposing of them. The primary reason we take the time to write a will or trust is not for our sake. It is to be sure that the legal process for our heirs is simple, quick, and fair, reflecting not just our wishes but also being mindful of the expectations and needs of those we leave behind. There may be decisions to be made for a surviving spouse such as whether to maintain the marital home, down-sizing, or using senior living facilities. Estate Planning from the Heart for Everyone is a step-by-step guide on how to make and execute these decisions. The next analysis is the actions that must be taken after death. Planning ahead for procedures for distribution of clothing, household goods, family heirlooms, and such is a major problem. Decluttering is a good idea but it is difficult and most often falls on the family who may differing views on how to handle the "stuff" we all accumulate. Interpersonal dynamics are addressed by family members and others who may second guess the actions and decisions of those in charge of the estate. Throughout the book, author and lawyer Ronald Farrington Sharpuses an "Ask the Lawyer" format to describe some common and even unusual questions friends and clients have posed to him. He answers the practical as well as legal aspects of the questions asked with suggested solutions to the concerns raised.

Settling Estates for Everyone

Settling Estates for Everyone PDF Author: Ronald Farrington Sharp
Publisher: Simon and Schuster
ISBN: 1621537900
Category : Law
Languages : en
Pages : 192

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Book Description
Learn how to prepare your estate and settle the estates of loved ones. What needs to be done at the death of a loved one? There are four basic steps that must be followed. First is the arrangements for burial or cremation. Then the assets of the deceased have to be inventoried, followed by getting all debts paid and legal requirements met, followed by distributing the assets to the people who are supposed to get them according to the person’s will, trust, or state law. The job can be daunting, expensive, and time-consuming; especially if the deceased had not made proper plans for their estate by setting up a will or trust beforehand. Settling a person’s estate is something most people, other than lawyers, have never done. Help is right here in Settling Estates for Everyone. This book is a guide for those responsible for wrapping up the personal and financial affairs of the deceased. It is a resource identifying the steps that may need to be taken prior to and after a person’s death, and a practical guide to assist those who must deal with asset collection and disposition, tax and legal issues, applying for benefits such as Social Security, life insurance, Veterans benefits, debts, dealing with issues involving minor children and employment benefit plans. With this book as a guide, the process of administering and wrapping up a deceased’s estate will be much simpler.

How to Avoid Probate for Everyone

How to Avoid Probate for Everyone PDF Author: Ronald Farrington Sharp
Publisher: Simon and Schuster
ISBN: 1621537315
Category : Law
Languages : en
Pages : 216

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Book Description
An experienced estate attorney explains how to prevent costly mistakes: “Clear explanations about how to approach this important tax—and family—topic.” —Pia Bennett, CFP, Select Financial Services Group, Inc. Drawing on his forty-four years as an estate attorney, Ronald Farrington Sharp describes the probate process and why it should be your last resort in estate settlement methods. Living trusts are important, but there are many alternatives for probate avoidance. These are explained step-by-step as Sharp delves into the details. He reveals how: While state laws vary, most allow for expedited procedures for low-value estates without having to create a trust. There are a dozen different ways of leaving assets to heirs automatically at death. Special types of deeds allow you to keep control of your real estate during lifetime yet transfer it to heirs automatically at death. There are ways to title vehicles that allow heirs to get them without court procedures. Beneficiary designations on bank and investment accounts keep them out of your probate estate. Joint ownership of accounts and real estate can solve inheritance problems. He also debunks myths and misconceptions about estates and probate. Trusts are covered in detail, including a section on must-use trust provisions to cover common complications and showing how a trust can easily resolve these. Joint and single trusts are examined and issues, such as how to handle personal property items, are suggested. (For instance, who gets the piano?) He also advises on issues of adult guardianship and conservatorship and how families can avoid embarrassing and time-consuming court hearings. Samples of documents are included to give an idea of what the paperwork actually looks like. With Sharp’s matter-of-fact explanations, you can prepare to take the necessary steps with confidence and avoid probate.

Make Your Own Living Trust & Avoid Probate

Make Your Own Living Trust & Avoid Probate PDF Author: Estatebee
Publisher: Estatebee Limited
ISBN: 9781913889135
Category :
Languages : en
Pages : 252

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Book Description
A revocable living trust is a type of trust created for the purpose of holding ownership of an individual's assets during that person's lifetime, and for distributing those assets after their death. This particular type of trust can be an excellent tool for solving a number of issues confronting individuals and families today, including the avoidance of probate, the management of property during periods of incapacity, the protection of property for beneficiaries who can't manage an inheritance on their own, protecting assets from disgruntled heirs, the elimination or minimization of federal estate taxes, and the assurance that personal affairs will remain private. This self-help legal book provides you with step-by-step instructions, detailed information and all the legal forms necessary to enable you to establish your own revocable living trust. ✔ Avoid Probate. ✔ Manage Your Property During Incapacity. ✔ Make Gifts to Your Loved Ones. ✔ Create Trusts for Young Beneficiaries.

Your Living Trust & Estate Plan

Your Living Trust & Estate Plan PDF Author: Harvey J. Platt
Publisher: Simon and Schuster
ISBN: 1621533913
Category : Business & Economics
Languages : en
Pages : 352

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Book Description
This revised fifth edition from estate-planning expert Harvey J. Platt details the most up-to-date strategies for using a living trust to create a flexible estate plan. Platt explains the latest tax laws, including the American Taxpayer Relief Act of 2012, the broadening of statutes for amending trusts, and the rule against perpetuities (RAP). Platt also addresses updates on many existing topics, including lifetime exemptions; the estate, gift, and generation-skipping tax; charitable deductions; state estate tax savings; and private annuities. Your Living Trust & Estate Plan maps out the most effective techniques for saving money and property and covers the essentials of successful estate planning. Other resources frequently overlook vital areas such as unlocking the benefits of living trusts, protecting beneficiaries, using life insurance, handling retirement benefits properly, and fixing inadequate estate planning postmortem, but Your Living Trust is the complete guide. This invaluable resource will teach you how to maximize your family’s assets, plan your estate, and provide for your loved ones well into the future.

Make Your Own Living Trust

Make Your Own Living Trust PDF Author: Denis Clifford
Publisher: Nolo
ISBN: 1413328415
Category : Law
Languages : en
Pages : 312

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Book Description
Save your family time, money, and headaches Unlike a will, a living trust lets your family bypass probate court—which saves everyone money, delay, and hassle. Whether you are single or part of a couple, Make Your Own Living Trust can help you make a living trust that’s valid in your state. Use this book to: decide whether a living trust is right for your family keep control over trust property while you live appoint someone to manage trust property, if needed name beneficiaries to inherit your assets set up property management for young beneficiaries, and learn how to transfer all types of assets to your trust, including real estate, stocks, jewelry, art, or business assets. With Downloadable Forms - completely updated, this new edition provides all the forms and worksheets you need to create an individual or shared living trust and a basic will—available for download (details inside). The legal forms in this book are not valid in Louisiana.

Living Trusts

Living Trusts PDF Author: Doug H. Moy
Publisher: John Wiley & Sons
ISBN: 0471456209
Category : Business & Economics
Languages : en
Pages : 432

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Book Description
Everything estate owners need to establish a successful livingtrust When properly designed, a revocable living trust can provide allof the estate tax-saving benefits available under adecedent’s Last Will, eliminate a lifetime court-supervisedfinancial guardianship of a person’s financial affairs in theevent of physical or mental incapacity, and, upon thetrustor’s death, facilitate estate administration without thenecessity of a court-supervised process, or probate. Shockinglyoften, however, trusts are poorly designed and underfunded,nullifying all of their considerable advantages. Living Trusts,Third Edition shows the estate owner how to set up, fund, andmanage a living trust that will protect the trustor’sfinancial affairs in both life and death. Order your copy today!

The Complete Living Trusts Program

The Complete Living Trusts Program PDF Author: Martin M. Shenkman
Publisher: Wiley
ISBN: 9780471361053
Category : Business & Economics
Languages : en
Pages : 226

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Book Description
* Avoid probate * Manage and protect assets through disability * Eliminate the need for a court-appointed guardian * Avoid living trusts hype AVOID THE BALONEY, PUFFERY, AND SNAKE OIL OR HOW TO BEST UTILIZE LIVING TRUSTS FOR YOURSELF AND YOUR HEIRS A properly arranged living trust can be an invaluable estate and financial planning tool that ultimately insures your assets will reach heirs as quickly and cost effectively as possible. Unfortunately, this is more difficult to accomplish than it should be. The misinformation surrounding living trusts is staggering. Many trusts are poorly written, shamefully mismanaged, and improperly used. But even when correctly planned, a living trust is not necessary or beneficial for everyone. How do you decide if it's the right thing for you? And how do you do it right? Get informed. In this comprehensive book, attorney Martin M. Shenkman guides you through the confusion to gain an understanding of the process that will help you avoid pitfalls, taxes, liability manipulation, and wasted money. Here are steps to: * Minimize probate abuse * Minimize living trust abuse * Protect yourself from the legal and financial ravages of disability * Distinguish the hucksters from the real expert advisers * Use a living trust as part of a complete estate plan to reach all your personal goals * Avoid the need for a court-appointed guardian * Save taxes * Decipher documents . . . and much more. Using sample checklists, and numerous real-life examples, Shenkman provides a balanced view of living trusts that will clarify what you do and don't need.